[Remote] Client Success Specialist
Note: The job is a remote job and is open to candidates in USA. Credible is a leading U.S. consumer finance marketplace, transforming the way consumers access and compare financial products. As a Client Success Specialist, you will respond to customer inquiries and tech support requests, helping clients make informed decisions about their financial future.
Responsibilities
- Respond to a high volume of inbound client inquiries coming in by phone, live chat, and email
- Complete outbound calling campaigns to help clients move forward with their loan request
- Identify client needs and help clients use specific site features
- Identify trends impacting agent and client experience and communicate issues to Client Success Management
- Have the opportunity to share your thoughts, opinions, and insights with leadership
- Assist other team members with questions/issues they may have through internal team communication
- Perform other outlined projects, initiatives, and responsibilities as assigned by your supervisor
Skills
- A Bachelor's degree (preferred, but experience may be considered in place of a degree)
- 1-3 years of customer service experience, ideally in a high-volume call center environment
- Experience using CRM tools, like Salesforce (preferred)
- Highly proficient in basic computer software and navigation; including SaaS applications
- Patient, courteous, energetic, and empathetic; both on the phone and in writing
- Customer-focused; you understand what makes people tick and you want to help them succeed
- Good at spotting patterns; you notice when a lot of people are running into similar issues and you are excited to help us make that problem disappear
- Problem Solver; you enjoy troubleshooting and investigating client issues, using critical thinking skills and resources to develop solutions
- Team Oriented; you work well with others and enjoy being part of a larger team, helping and supporting others
Company Overview